Internal Sales Advisor

Advance Your Career at Planstin

Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we’re looking for talented individuals eager to progress in their careers.

About the role

We are seeking a driven, relationship-focused Internal Sales Advisor to join our growing Planstin Individual team. This role is ideal for someone passionate about helping people navigate healthcare options while building a rewarding sales career with significant earning potential.

The Internal Sales Advisor will report directly to the Senior Operations Manager of Planstin Individual and play a key role in helping individuals and families enroll in healthcare membership products that fit their unique needs.

This position is based in-office in St. George, Utah.

What you'll do

• Educate prospective members on Planstin Individual products and other individual healthcare membership products through consultative sales conversations.
• Build trust-based relationships with individuals and families seeking affordable healthcare solutions.
• Manage inbound and outbound sales opportunities while maintaining a consistent pipeline of prospective members.
• Guide prospective members through the enrollment process from initial consultation through successful activation.
• Meet and exceed monthly sales and membership enrollment goals.
• Maintain strong product knowledge of Planstin Individual products, healthcare membership offerings, and related services.
• Accurately document interactions and sales activity within the company CRM system.
• Collaborate with internal support teams to ensure a smooth member onboarding experience.
• Participate in ongoing sales training, coaching, and team meetings.
• Stay current on industry trends, healthcare solutions, and consumer healthcare needs.
• Perform additional duties as assigned.

Qualifications

• Active Life and Health Insurance License required.
• Experience in insurance, healthcare, benefits, or consultative sales.
• Strong interpersonal and communication skills.
• Ability to explain healthcare and benefit concepts in a simple, customer-friendly manner.
• Self-motivated with a strong drive to achieve sales goals.
• Excellent relationship-building and customer service skills.
• Strong organizational skills and attention to detail.
• Ability to manage time effectively in a fast-paced sales environment.
• Comfortable using CRM systems and sales technology.
• Passion for helping individuals and families improve access to healthcare.

Preferred Qualifications

• Experience selling individual health insurance, healthcare memberships, or related products.
• Experience with virtual sales and phone-based consultations.
• Experience using Salesforce or similar CRM platforms.
• Background in healthcare navigation, enrollment services, or member support.
• Full-cycle sales experience preferred.

Planstin's Employee Benefits:

• Compensation: $75,000 base annual salary with opportunity to earn monthly production-based bonuses
• 12 paid holidays plus 3 weeks of paid time off to balance work and life.
• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
• Discounted membership to Zion HealthShare.
• Free membership for you and your dependents to Primestin Care Clinic.
• Invest in your future with a 401k plan backed by a solid 4% match from us.
• Free snacks and regular lunches available onsite.